Instuitional Investor - Fusion Family Wealth Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 373,682 | $228,835,099 | 17.14% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,581,628 | $175,022,962 | 13.11% | |
| 3. | Vanguard Tax-Managed Fds | 1,914,209 | $114,699,429 | 8.59% | |
| 4. | VWO | 2,087,214 | $113,085,255 | 8.47% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 413,818 | $105,225,516 | 7.88% |